The Primary Workorder Manager |
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Workorders are the main source of all information in The Auto Shop Writer 10 because they detail all of the services, and parts, provided to your clients. Taking time to create effective workorders not only improves your understanding of the daily performance of your business, but they will also communicate professionalism to your clients.
When you press the Orders button on the main screen you will enter the Primary Workorder Manager which will display a list of all active workorders. Use of the Search button will allow you to also access all closed workorders. Double clicking the left mouse button will open the highlighted workorder. This is the main screen:
The Browse List All active workorders are listed on the primary screen. You may also search, and display, all completed work. Basic totals and workorder status are displayed in the upper section of the screen, while the lower section displays the list of the individual workorders. As you scroll up and down the list using the up and down arrows, or the scroll bar on the right side of the list, the data in the upper section will change to display the highlighted record below.
Stage: The far left column of the list has a symbol to indicate the status of the processing of this work as follows: o The workorder is still in progress ü The technician(s) work has been completed
All other information will help you identify the workorder, vehicle, client, and have a quick view of the status.
Menu options The buttons on the top will enable you to perform various workorder functions. They are:
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When you edit a new workorder for the first time, you will be asked if this is an Estimate, Invoice, or Counter Sale. Please read the section on New_Workorders to decide which option best applies to your current task. Selecting one of these options will then lead you to the General information screen of the workorder.
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